BKSE vs SPYM

ABKSE

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · BKSE $14,124

Lowest cost0.02%SPYM · $2 on $10k

Most income1.27%BKSE · $127 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common0.0%BKSE and SPYM

BKSE

SPYM

BNY Mellon US Small Cap Core Equity ETF · $83MState Street SPDR Portfolio S&P 500 ETF · $185B

+21.5%3 years · per year$17,948 · $19,092+24.1%

+7.1%5 years · per year$14,124 · $17,749+12.2%

0.04%Expense ratio$4 · $2 on $10k · lower wins0.02%

1.27%12-mo yield$127 · $103 on $10k1.03%

−10.0%Worst dropSmaller wins−8.9%

16.0%VolatilityLower wins12.7%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsBKSE · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	ABKSE	BNY Mellon US Small Cap Core Equity ETFRead Desk		0.04%	1.27%	−0.1%	+15.6%	+18.0%	+21.5%	+7.1%	−10.0%	$83M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	ABKSE	BNY Mellon US Small Cap Core Equity ETFRead Desk		0.04%	1.27%	−0.1%	+15.6%	+18.0%	+21.5%	+7.1%	−10.0%	$83M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BKSE vs SPYM

BKSE

BNY Mellon US Small Cap Core Equity

$14,124

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureBKSESPYM

Fee0.04%0.02%

Cost on $10k a year$4$2

Yield1.27%1.03%

5 years, per year+7.1%+12.2%

3 years, per year+21.5%+24.1%

Worst drop · 1Y−10.0%−8.9%

Volatility · 1Y16.0%12.7%

5–1measures won
SPYM first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: BKSE, SPYM

Today

0.0%most shared, BKSE and SPYM

BKSESPYM

BKSE—0.0%

SPYM0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$123most kept, BKSE

BKSE$127 − $4 = $123

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee